SOA Wealth Advisors, LLC. MSFT Holdings History
SOA Wealth Advisors, LLC.'s Microsoft Corp Holding Summary
As of 2025-03-31, SOA Wealth Advisors, LLC. held 126,800.00 shares of Microsoft Corp(MSFT), totaling $13.09 Mil. This investment constitutes 2.73% of their stock portfolio, and SOA Wealth Advisors, LLC. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2020Q4. And since then SOA Wealth Advisors, LLC. has made 11 purchases of MSFT, at an average price of $345.78, for a total of 128,240.00 shares. In addition, there have been 7 sales at an average price of $352.14 for 1,440.00 shares. Based on historical transaction data and MSFT's current price of $495.79, SOA Wealth Advisors, LLC.'s estimated gain on his MSFT holdings is $19.03 Mil, reflecting a 42.92% gain to date.
SOA Wealth Advisors, LLC. MSFT ($495.79) Holding Chart
SOA Wealth Advisors, LLC. MSFT ($495.79) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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